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The Efficient & Effective Branch Manager

July 24, 2018 @ 10:00 am - 11:30 am

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Reserve Your Seat Now!

Branch locations are one of your most important distribution channels. The smooth and consistent operation of your branch is critical to maintaining and attracting business. Increasing competition dictates you must be member driven while providing superior service that promotes loyalty, and, at the same time selling the member on expanding the relationship.

Now as if that’s not enough – you must learn to manage increased demand with as few staff people as possible. Boost your expertise and your enthusiasm in this full speed ahead, highly motivating webinar by one of the country’s leading presenters.

What You Will Learn
  • Manage your time, teach them to manage theirs
  • Collaborate on a performance plan
  • Effective coaching techniques to lead the way
  • Conduct lobby huddles
  • Tackle difficult conversations
Who Should Attend?

Branch managers, assistant branch managers and those that train and/or lead them.


Where do I find the time to coach with my staff?

The same place you find time to attend required meetings, go out and make sales calls and reserve time for an occasional dental appointment. You will have to make it happen. Not easy but the most worthwhile discipline you can acquire. Go for first thing in the morning. Dedicate four days a month that you set aside X amount of time first thing – maybe 7:45 AM to 9 AM those four days a month are coaching time. Make it a priority and it will happen. Do for three months and see how it works for you.

I have never had a Branch Business Plan, is it a complicated effort, how do I create one?

This program will provide you the template and the how to. You will find you can be much more productive and focused with targets and a plan. It will become your roadmap to growing and managing your branch successfully. It’s not complicated but it is an in-depth look at where you are now, where you want to be and what strategies you want to put in place to get your there. Much like a budget you will want to look at it at least every month to monitor progress.

Reserve Your Seat Now!

Your Trainer

Honey Shelton - PresidentHoney Shelton brings the best of both worlds to her speaking and training engagements. She has 30 plus years of experience as a training and quality improvement consultant for banks and credit unions across the country. Her substantial banking background includes spending three years as Executive Vice President/Chief Retail Banking Officer with a $1 billion south Texas bank. Nationally recognized as an outstanding speaker, over a half million bankers have participated in programs Honey has presented. Her depth of knowledge, enthusiasm, and compelling personality have left a lasting mark on InterAction Training, the firm she founded in 1983.